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Capex, Clean Energy and AI Drive a Bifurcated Tape — Utilities, Materials and Industrials Lead as Rates and Policy Cloud Real Estate
Published 2 months, 2 weeks ago
Description
Markets moved on a mix of policy-driven renewable wins, megacap capex and AI headlines, while rate-sensitive real estate and parts of consumer and finance showed strain. Cross-sector flows into solar, storage and reshoring are reinforcing industrial and materials momentum even as oil volatility and mortgage-rate pressure keep the broader tape balanced.